Mosaic Financial Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.21M Buy
2025
Q2
$1.11M Buy
2025
Q1
$973K Sell
2024
Q4
$1.56M Sell
2024
Q3
$1.45M Buy
2024
Q2
$1.45M Buy
2024
Q1
$960K Buy